Plan Ledger DOL Form 5500 · updated monthly

Robertshaw Controls Company401(k)

ROBERTSHAW CONTROLS COMPANY 401(K) PLAN · ITASCA, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Robertshaw Controls Company reported $14,807 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,116 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,291st-largest of 3,702 plans among Illinois employers on file, and the 4,391st of 13,661 in manufacturing. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,895,433
Participants with balances275
Active participants154
Employer contributions$787,849
Employee contributions$1,819,913
Employer contribution per active participant$5,116
Average account balance$112,347
Benefits paid to participants$4,766,553
Plan auditUnmodified (clean) audit opinion
AuditorBOIVIN & ASSOCIATES
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,807
Total administrative$14,807
The Robertshaw Controls Company 401(k) match · 2024
Employer contribution per active participant$5,116
Median for plans this size$2,416

Robertshaw Controls Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$15,856

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$14,807 · 0.05%
Same employer
Similar plansManufacturing · Illinois
Parr Instrument Company IL$31.2M · 0.16%
Three-Z Printing Co. IL$31.1M · 0.18%
Nimlok Company IL$31.0M · 0.21%
Broadwind, Inc. IL$30.9M · 0.59%
Jdrc Managed Services, LLC IL$30.8M · 0.87%
Flavorchem Corporation IL$30.6M · 0.26%
Kingspan Light & Air, LLC IL$30.6M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 993817898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.